KMD Update?, page-29

National restrictions are slowly lifted in Australia, but the future of international travel remains a mystery. So maybe people will start to go camping in Australia now since they can’t travel oversea, this is a possibility but it is purely my very optimistic speculation with the hope that international travel restriction will not hurt KMD’s sales too much. Here are some other optimistic speculations for you to consider:

• People can’t run away from winter in Australia anymore, so they will have to buy new winter clothes.
• Teenagers (part-time workers) that eligible for Jobkeeper will now have more money and with pub and restaurant were closed, they would have spent it on clothes.
• Jobkeeper will help KMD to pay for one of their biggest expenses, so margin will improve to make up for lost sales during the lockdown.
• The other biggest expense, rent will also be reduced if negotiation with landlords is successful.

Full analysis: https://whealthyninja.com/kathmandu-kmd-2020-analysis-part-3-covid-19/